Highly skilled and dedicated Tax Agent with over 22 years of experience in managing a high-volume of tax returns. Exceptional attention to detail ensures the highest quality of work, leading to increased client satisfaction. Committed to leveraging my expertise and top-notch skills in this new position (Internal Revenue Agent (Examiner) G-12).
Overview
35
35
years of professional experience
1
1
Certification
Work History
Internal Revenue Agent
Department of the Treasury
Chesterfield, United States
02.2021 - Current
I engage with taxpayers and their representatives to conduct independent examinations of income tax returns. My responsibilities span a wide range of individual and business taxpayers, including sole proprietorships, partnerships, judiciaries, small C Corporations, and S corporations.
Case Development: I meticulously work on examinations, developing cases related to civil and/or criminal fraud penalties, National Research Program, 1099 penalties, employment tax, and BBA partnerships.
Thorough Analysis: I delve into accounting records, both manual and electronic, analyzing complex account systems using cash, accrual, hybrid, and consolidated methods.
GAAP Audits: I audit companies following Generally Accepted Accounting Principles (GAAP), especially those with certified financial statements.
Tax Expertise: My ability to interpret current tax laws and codes allows me to identify potential understated taxes, unreported income, and other significant items.
Fraud Detection: I recognize patterns of abusive transactions and potential fraud.
Research Proficiency: I am proficient in tax and case law research services such as Lexis/Nexis, Westlaw, Accurint, and internet research. I also utilize internal SharePoints, Audit Technique Guides, BLS, and industry-specific resources.
Collaboration: I work closely with technical advisers on matters related to non-charitable cash contributions, virtual currency, and fraud.
Compliance and Communication: I ensure compliance by explaining complex tax matters and adjustments to taxpayers and their representatives in a professional and courteous manner. I handle uncooperative taxpayers effectively, bringing them into compliance.
Holistic Service: My goal is to provide a one-stop service, securing not only signed agreements but also payments of tax, interest, and penalties. When applicable, I facilitate installment agreements.
Appeals and Coordination: I advise taxpayers of their Appeals rights and explain Fast Track Settlement procedures. Additionally, I coordinate with other entities within the IRS or make referrals to complete work efficiently.
IRS Contact Representative
Department of the Treasury
St. Louis, United States
10.2019 - 02.2021
Worked primarily with taxpayers and their representatives through telephone contact
I provided taxpayers with information and payment options for items like filing taxes or understanding auditing procedures
I provided authoritative tax law assistance and took actions where needed to resolve their tax issues, often involving delinquent situations.
Master Tax Advisor
H& R Block
Cahokia, IL
11.2016 - 10.2019
skillfully apply professional accounting principles and theories to meticulously analyze and interpret accounting books, records, and systems. My focus is on assessing their impact on Federal tax liabilities.
Interviewed clients to collect information and gather necessary paperwork, and financial documents prior to preparing taxes
Conducted independent examination and related investigation of income to report the correct income for individual and business returns
Examining financial documents provided by taxpayers, and preparing individual, business, partnership, and corporation tax returns
I examined the financial documents, and bank statements to determine the correct liability for individual, business, and entities returns
I Helped taxpayers with audits for individual and business returns
I individually planned and conducted examinations and reviewed accountant documents prior to communicating with IRS representatives
I audited complex individual, business, partnership, and corporation tax returns prior to submitting them to the IRS.
I have extensive experience in interpreting and applying Federal tax laws across various contexts, including individuals, businesses, exempt organizations, partnerships, and corporations. This expertise enables me to efficiently prepare and file both federal and state tax returns.
I excel in explaining completed tax returns to taxpayers, ensuring they understand their options for filing and payment. My approach is professional, courteous, and tailored to each individual’s needs.
Tax Advisor
H&R Block
Cahokia, IL
11.2002 - 11.2005
While working here I prepared tax returns for the following: individuals, businesses, corporations, and partnerships
I helped with audit letters
I answered the phone and met with clients face to face
I gained a lot of knowledge of tax law during this year
I took 90 hours of educational credit hours to continue my education.
Substitute Teacher
ILLINOIS DEPARTMENT OF EDUCATION
Saint Clair
08.1994 - 05.1999
Demonstrated versatility and adaptability by teaching students across various age groups, from pre-K to high school
Specialized in conducting additional algebra and calculus classes, showcasing a strong foundation in mathematics
Leveraged effective teaching methodologies to ensure student comprehension and progress
Committed to fostering a positive and inclusive learning environment, promoting student engagement and academic growth.
Accountant
Egyptian Engineering Society
Cairo, Egypt
01.1989 - 04.1993
This was a non-profit (tax exempt) organization to provide Engineering education
I created and provided financial information to management by researching and analyzing accounting data; preparing reports
Prepared asset, liability, and capital account entries by compiling and analyzing account information
Documents financial transactions by entering account information
Recommends financial actions by analyzing accounting options
Summarized the financial status by collecting information; prepared balance sheet, profit and loss statement, and other reports
Substantiated financial transactions by auditing documents
Maintained accounting controls by preparing and recommending policies and procedures
Guided accounting clerical staff by coordinating activities and answering questions
Reconciled financial discrepancies by collecting and analyzing account information
Secured financial information by completing database backups
Maintained financial security by following internal controls
Prepared payments by verifying documentation, and requesting disbursements
Answered accounting procedure questions by researching and interpreting accounting policy and regulations
Complied with federal, state, and local financial legal requirements by studying existing and new legislation, enforcing adherence to requirements, and advising management on needed actions
Prepared special financial reports by collecting, analyzing, and summarizing account information and trends.